Salesforce.com Secrets of Success

Best Practices for Growth and Profitability

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Author: David Taber

Publisher: Prentice Hall

ISBN: 0133511103

Category: Computers

Page: 624

View: 2109

New Tools and Best Practices for Driving More Sales and Profits with Salesforce.com From Chatter to the Service Cloud, Salesforce.com now offers unprecedented opportunities to supercharge business performance. But most SFDC customers won't achieve that potential. Salesforce.com® Secrets of Success, Second Edition, is the one guide that will help you transform these opportunities into profit. Drawing on his personal experience with more than a hundred deployments, David Taber guides you through every aspect of Salesforce.com planning, implementation, and management. Building on a first edition that earned rave reviews, Taber focuses on the most valuable innovations in Salesforce.com’s most recent releases. Reflecting all that’s been learned about making Salesforce.com work, Taber offers results-focused best practices for sales, marketing, customer service, finance, legal, IT, and beyond. You’ll find indispensable new insights into accelerating user adoption, achieving stronger operational results, and overcoming today’s key obstacles to maximizing the value of Salesforce.com. New coverage in this revised edition includes Using the Service Cloud to cut costs, accelerate time to revenue, improve agility, and maximize customer lifetime value Leveraging tablets and smartphones to build your CRM strategy Identifying prospects and delighting customers through Salesforce.com’s Social CRM capabilities Promoting more effective internal and external collaboration with Chatter Identifying best practices for going “all Cloud”—and managing the attendant risks Establishing realistic “hard” and “soft” metrics for everything from productivity and profitability to social CRM performance Discovering today’s most valuable third-party AppExchange products Together with its companion website (SFDC-secrets.com), this new edition offers updated questionnaires, worksheets, templates, checklists, and other resources for every executive, team member, developer, and stakeholder.

Salesforce.com For Dummies

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Author: Tom Wong,Liz Kao,Matt Kaufman

Publisher: John Wiley & Sons

ISBN: 1118822145

Category: Business & Economics

Page: 432

View: 7839

Explains tools offered on the web site, Salesforce.com, for managing company sales, marketing, customer service, and support operations, including personalizing the system, improving marketing campaigns, and measuring business performance.

Learn Salesforce Lightning

The Visual Guide to the Lightning UI

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Author: Felicia Duarte,Rachelle Hoffman

Publisher: Apress

ISBN: 1484229940

Category: Computers

Page: 373

View: 6119

Refer to this invaluable how-to guide for basic training on Salesforce Lightning. Salespeople and technical users and consultants will no longer have to resort to learning the interface on their own, which is very time consuming. Learn Salesforce Lightning is a step-by-step visual guide that offers immediate and valuable solutions to the new set of UI tools included in Lightning. With chapters broken down into easily absorbed topics, you walk through the entire process of managing your daily activities within Salesforce, as well as basic customizations and system management. The book explains the primary use cases for Lighting, and simplifies some of the more complex features, such as opportunity stage management and the new dashboard builder. Topics covered include: Sales and service management Lightning Apps on the AppExchange Lightning dashboards and reports Lightning security Lightning Process Builder and more What You’ll Learn Navigate the Salesforce Lightning interface Know where to go in the setup area to make customizations Create dynamic reports and dashboards View Lightning on a mobile device Train other users on common day-to-day activities within Lightning Who This Book Is for Salespeople, managers, and executives who are currently evaluating Salesforce.com, who recently purchased a license with Salesforce.com, or recently upgraded to the Lightning user interface. This book is also for Salesforce administrators, consultants, project managers, and technical users looking for basic training on Salesforce Lightning.

Salesforce CRM

The Definitive Admin Handbook

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Author: Paul Goodey

Publisher: Packt Publishing Ltd

ISBN: 1782170537

Category: Computers

Page: 426

View: 5701

A practical guide which will help to discover how to setup and configure the Salesforce CRM application. It offers solutions and practical examples on how to further improve and maintain its functionality with clear systematic instructions. Being highly organized and compact, this book contains detailed instructions with screenshots, diagrams, and tips that clearly describe how you can administer and configure complex Salesforce CRM functionality with absolute ease.This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a novice or a more experienced admin, this book aims to enhance your knowledge and understanding of the Salesforce CRM platform and by the end of the book, you should be ready to administer Salesforce CRM in a real-world environment.

The Sales Operations Handbook

A Primer on the Sales Operations Function

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Author: W. W. Chee

Publisher: Createspace Independent Publishing Platform

ISBN: 9781978061989

Category:

Page: 68

View: 740

Are you considering a career in sales operations? Perhaps you have just started such employment and are eager to know as much as possible? If that is the case, then this book is perfect for you. Sales Operations Handbook: A Primer on the Sales Operations Function, delivers the basics of sales operations for people just like you and is a 'must read' to help answer your questions.Inside these pages, you will find all the information you wanted, written in an easy-to-follow format and including: The role of sales operations Primary functions Secondary functions Sales tools Trends And much more...There is also a handy case study at the end of the book, which examines a scenario that is common in this line of business, to help you better understand what you could encounter and how to find a solution.When it comes to sales operations you cannot afford to leave anything to chance. The competition is just too intense. That's why you MUST read the Sales Operations Handbook now. It will make all the difference in your new career.UPDATE!!! Case Study updated on 7th October.

Force.com Enterprise Architecture

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Author: Andrew Fawcett

Publisher: Packt Publishing Ltd

ISBN: 1786465051

Category: Computers

Page: 504

View: 5354

Architect and deliver packaged Force.com applications that cater to enterprise business needs About This Book Explore the lightning framework, advanced application life cycle processes, and testing Use the Force.com platform to build truly integrated, scalable, and robustly engineered applications focused on enterprise-level customer demands Using the Lightning technology to deliver modern and responsive user experiences targeting multiple devices through Lightning Experience and Salesforce1 Mobile. Step-by-step, work on examples to get you building your own ready-to-install packaged application Who This Book Is For This book is for advanced Force.com developers and architects who need to understand the Salesforce platform from the perspective of enterprise-level requirements. A prior understanding of Apex and Visualforce is a must. Those familiar with other enterprise software ecosystems will also find this book ideal as they adopt Force.com. What You Will Learn Package, install, test, and upgrade an application Define architecture-aligning data storage and functional requirements Develop Apex code that is easy to navigate, self-documenting, testable, robust, and organic Leverage your application's clientagnostic Service layer backbone to support numerous platform areas Get the most from hosting your application within the Lightning Experience and Salesforce1 Mobile clients Apply querying, indexing, and asynchronous best practices Leverage mocking and dependency injection in your Apex tests Explore tips for developing advanced applications In Detail Companies of all sizes have seen the need for Force.com's architectural strategy focused on enabling their business objectives. Successful enterprise applications require planning, commitment, and investment in the best tools, processes, and features available. This book will teach you how to architect and support enduring applications for enterprise clients with Salesforce by exploring how to identify architecture needs and design solutions based on industry standard patterns. There are several ways to build solutions on Force.com, and this book will guide you through a logical path and show you the steps and considerations required to build packaged solutions from start to finish. It covers all aspects, from engineering to getting your application into the hands of your customers, and ensuring that they get the best value possible from your Force.com application. You will get acquainted with extending tools such as Lightning App Builder, Process Builder, and Flow with your own application logic. In addition to building your own application API, you will learn the techniques required to leverage the latest Lightning technologies on desktop and mobile platforms. Style and approach The book takes a straightforward approach, taking apart the Force.com architecture for you to gain a deep understanding of how you can implement the Salesforce platform based on enterprise-level requirements.

Salesforce Service Cloud For Dummies

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Author: Jon Paz,T. J. Kelley

Publisher: John Wiley & Sons

ISBN: 1119010683

Category: Business & Economics

Page: 384

View: 3437

Discover how to set up a sophisticated support center for your business in a matter of a few hours with Salesforce Service Cloud For Dummies. Service executives, managers, support agents, and system administrators will learn through best practices and step-by-step guidelines how to maximize their usage of Service Cloud to give customer service departments a holistic view of the customers they serve. This book covers: Salesforce.com Service Cloud Basics Handling Customer Issues Improving Your Service Organization's Effectiveness Leveraging Your Organizational Knowledge Recognizing When It Takes a Community Measuring Contact Center Performance Designing Your Service Solution with Force.com Improving Contact Center Productivity Improved internal coordination leads to quicker resolution of customers' questions, which can then lead to improved customer satisfaction, which is critical in this age where opinions can be amplified throughout the Internet. Take advantage of this opportunity to be heard above your competition with the help of Salesforce Service Cloud For Dummies.

Teach Yourself VISUALLY Salesforce.com

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Author: Justin Davis,Richard Wentk

Publisher: John Wiley & Sons

ISBN: 1119047692

Category: Computers

Page: 352

View: 9856

An ideal way for visual learners to get up to speed with salesforce.com Salesforce.com is the global leader in on-demand customer relationship management (CRM) and helps companies all over the world manage their sales, marketing, and customer service and support operations. Packed with full-color screen shots and numbered, step-by-step instructions, this guide shows you everything you need to know to get the most out of Salesforce.com. You'll discover how to organize contacts, log activities with contacts, schedule business appointments, use forecasting tools to predict upcoming sales, make accurate projections based on past performance, and more. Explains the latest and most helpful features of the world's most popular customer relationship management (CRM) software - Salesforce.com Covers the latest enhancements to Salesforce.com and explains how to choose the right edition of Salesforce.com to suit your business needs Walks you through personalizing your system, managing accounts and activities, developing contacts, tracking products, and more Teach Yourself VISUALLY Salesforce.com is the book visual learners need to get the most from this go-to solution for CRM needs!

Salesforce Marketing Cloud For Dummies

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Author: Wiley,Chester Bullock,Mark Pollard

Publisher: John Wiley & Sons

ISBN: 1119122090

Category: Business & Economics

Page: 360

View: 2534

Salesforce Marketing Cloud For Dummies will help you make the most of your investment in this exciting digital marketing suite of products. Use Salesforce Marketing Cloud to personalize your customers' journey, whether they are visiting you on the web, via their mobile device, or on Facebook. Discover how you can set-up and establish the data sets that are most important to your job function, use the robust e-mail tool for your direct marketing campaign, engage your customers on mobile devices, and use predictive intelligence to achieve optimal engagement across the customer journey.

Salesforce Reporting and Dashboards

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Author: Johan Yu

Publisher: Packt Publishing Ltd

ISBN: 178439520X

Category: Computers

Page: 306

View: 6482

This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.

Enterprise Integration Patterns

Designing, Building, and Deploying Messaging Solutions

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Author: Gregor Hohpe,Bobby Woolf

Publisher: Addison-Wesley

ISBN: 0133065103

Category: Computers

Page: 735

View: 8721

Enterprise Integration Patterns provides an invaluable catalog of sixty-five patterns, with real-world solutions that demonstrate the formidable of messaging and help you to design effective messaging solutions for your enterprise. The authors also include examples covering a variety of different integration technologies, such as JMS, MSMQ, TIBCO ActiveEnterprise, Microsoft BizTalk, SOAP, and XSL. A case study describing a bond trading system illustrates the patterns in practice, and the book offers a look at emerging standards, as well as insights into what the future of enterprise integration might hold. This book provides a consistent vocabulary and visual notation framework to describe large-scale integration solutions across many technologies. It also explores in detail the advantages and limitations of asynchronous messaging architectures. The authors present practical advice on designing code that connects an application to a messaging system, and provide extensive information to help you determine when to send a message, how to route it to the proper destination, and how to monitor the health of a messaging system. If you want to know how to manage, monitor, and maintain a messaging system once it is in use, get this book.

Sales Growth

Five Proven Strategies from the World's Sales Leaders

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Author: Thomas Baumgartner,Homayoun Hatami,Jon Vander Ark

Publisher: John Wiley & Sons

ISBN: 1118343514

Category: Business & Economics

Page: 236

View: 8812

Drawing on interviews of global sales leaders, provides ways to overcome competition, maximize market opportunities, and improve sales growth.

Salesforce.com Lightning Process Builder and Visual Workflow

A Practical Guide to Model-Driven Development on the Force.com Platform

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Author: Jonathan Keel

Publisher: Apress

ISBN: 1484216911

Category: Computers

Page: 357

View: 9627

Learn how to build logic into your apps by configuring Salesforce.com Lightning Process Builder and Visual Workflow software tools to meet the needs of your organization without the use of code. You will be able to build workflow diagrams on the Salesforce.com platform and perform complex logic. Individuals who have created workflow diagrams in other applications (e.g., Microsoft Visio) will feel very comfortable using these two tools from Salesforce. If you find yourself in a situation where a standard Salesforce configuration does not meet your needs, you can always rely on a developer to extend the functionality through Visualforce and Apex code. What if you could take back that control and not rely on a developer or consultant? With two new technologies—Process Builder and Visual Workflow—introduced onto the Salesforce.com platform, you can accomplish much of what was normally handled with Apex code. Lightning Process Builder and Visual workflow both allow for advanced logic that standard configuration such as Salesforce.com Workflow cannot do. Salesforce.com Lightning Process Builder and Visual Workflow details how these technologies can be used to: Create a call center application that guides operators through a call with screens that change based on the caller’s responses. Automatically submit approvals to speed up and streamline your business. Update related records for any object being modified, including standard and custom objects.

Sales Enablement

A Master Framework to Engage, Equip, and Empower A World-Class Sales Force

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Author: Byron Matthews,Tamara Schenk

Publisher: John Wiley & Sons

ISBN: 1119440297

Category: Business & Economics

Page: 256

View: 7941

Put buyer experience and selling resources front-and-center to boost revenue Sales Enablement is the essential guide to boosting revenue through smarter selling. A thorough, practical introduction to sales enablement best practices, this book provides step-by-step approaches for implementation alongside expert advice. In clarifying the sales enablement space and defining its practices, this invaluable guidance covers training, content, and coaching using a holistic approach that ensures optimal implementation with measureable results. Case studies show how enablement is used effectively in real-world companies, and highlight the essential steps leaders must take to achieve their desired sales results. Smarter buyers require smarter selling, and organizations who have implemented enablement programs attain revenue goals at a rate more than eight percent higher than those that do not. This book provides a 101 guide to sales enablement for any sales professional wanting to enhance sales and boost revenue in an era of consumer choice. Understand sales enablement and what it can do for your company Implement enablement using techniques that ensure sustainable, measureable performance impact Adopt proven best practices through step-by-step advice from experts Examine case studies that illustrate successful implementation and the impact of sales enablement on revenue Consumers are smarter, more connected, and more educated than ever before. Traditional sales strategies are falling by the wayside, becoming increasingly less effective amidst the current economic landscape. Companies who thrive in this sort of climate know how to speak to the customer in their own terms, and sales enablement keeps the customer front-and-center by providing sales people with the resources buyers want. Sales Enablement provides a scalable, sales-boosting framework with proven results.

Advanced Apex Programming for Salesforce. Com and Force. Com

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Author: Dan Appleman

Publisher: Desaware Publishing

ISBN: 9781936754106

Category: Computers

Page: 332

View: 4772

Beyond the Force.com documentation - Third edition Advanced Apex Programming for Salesforce.com and Force.com is neither a tutorial nor a book for beginners. Intended for developers who are already familiar with the Apex language, and experienced Java and C# developers who are moving to Apex, this book starts where the Force.com documentation leaves off. Instead of trying to cover all of the features of the platform, Advanced Apex programming focuses entirely on the Apex language and core design patterns. You'll learn how to truly think in Apex - to embrace limits and bulk patterns. You'll see how to develop architectures for efficient and reliable trigger handling, and for asynchronous operations. You'll discover that best practices differ radically depending on whether you are building software for a specific organization or for a managed package. And you'll find approaches for incorporating testing and diagnostic code that can dramatically improve the reliability and deployment of Apex software, and reduce your lifecycle and support costs. Based on his experience as a consultant, Salesforce MVP and architect of major AppExchange packages, Dan Appleman focuses on the real-world problems and issues that are faced by Apex developers every day, along with the obscure problems and surprises that can sneak up on you if you are unprepared. This third edition contains updates through Summer 15 (API 34) along with significant new content on asynchronous design patterns, optimization and maintaining Apex applications.

Mastering Salesforce CRM Administration

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Author: Rakesh Gupta

Publisher: Packt Publishing Ltd

ISBN: 1786460769

Category: Computers

Page: 412

View: 1072

Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Automate and Grow

A Blueprint for Startups, Small and Medium Businesses to Automate Marketing, Sales and Customer Support

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Author: Michael Devellano

Publisher: Createspace Independent Publishing Platform

ISBN: 9781977842213

Category:

Page: 256

View: 8527

Automate and Grow is a blueprint for startups, small and medium businesses to grow through automation of marketing, sales and customer support.

From Impossible To Inevitable

How Hyper-Growth Companies Create Predictable Revenue

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Author: Aaron Ross,Jason Lemkin

Publisher: John Wiley & Sons

ISBN: 1119166713

Category: Business & Economics

Page: 320

View: 2113

Impossible Goals, Inevitable Successes Why are you struggling to grow your business when everyone else seems to be crushing their goals? If you needed to triple revenue within the next three years, would you know exactly how to do it? Doubling the size of your business, tripling it, even growing ten times larger isn’t about magic. It’s not about privileges, luck, or working harder. There’s a template that the world’s fastest growing companies follow to achieve and sustain much, much faster growth. From Impossible to Inevitable details the hypergrowth playbook of companies like the record-breaking Zenefits (which skyrocketed from $1 million to $100 million in two years), Salesforce.com (the fastest growing multibillion dollar software company), and EchoSign—aka Adobe Document Services—(which catapulted from $0 to $144 million in seven years). Whether you have a $1 billion or a $100,000 business, you can use the same insights as these notable companies to learn what it really takes to break your own revenue records. For instance, one of the authors shows how he grew his income from $67,000 to $720,000 in four years while maintaining a 20-30 hour work week and welcoming a new child—nine times. This book shows you how to surpass plateaus and get off of the up-and-down revenue rollercoaster by answering three questions about growing revenue to tens times its size: Why aren’t you growing faster? What does it take to get to hypergrowth? How do you sustain growth? This powerful, effective book provides a template for you to kick off your biggest growth spurt yet. This template includes The 7 Ingredients Of Hypergrowth: You’re not ready to grow until you Nail a Niche. Overnight success is a fairy tale. You’re not going to be magically discovered. You need sustainable systems that Create Predictable Pipeline. Growth exposes your weaknesses and it will cause more problems than it solves—until you Make Sales Scalable. It’s hard to build a big business out of small deals. Figure out how to Double Your Dealsize. It’ll take years longer than you want, but don’t quit too soon. Make sure you can Do the Time. Your people are renting, not owning their jobs. Develop a culture of initiative, not adequacy by Embracing Employee Ownership. Employees, you are too accepting of “reality” and too eager to quit. You can Define Your Destiny to make a difference, for yourself and your company, no matter what you do or where you work. The authors take each ingredient and break it down into specific steps to guide you through implementation. From Impossible to Inevitable helps you take impossible goals and turn them into inevitable successes for your business and team. You will achieve success even bigger than you can imagine from where you’re sitting today.